Sarah Schmitz

C(k)P®, AIF®, CEBS®, RPA® , CPFA®

Biography

As a Senior Corporate Solutions Advisor, Sarah brings more than 25 years of experience helping businesses and organizations of all sizes navigate the complex world of retirement plans while balancing business objectives with employee benefits and employees financial wellness. Drawing on experience across multiple sides of the fiduciary triangle — including a Fortune 500 role as US Benefits Manager and senior consulting work across Colorado and Arizona — she connects employers and their employees to the right resources while bringing large-employer best practices to small and mid-sized businesses.

Sarah splits her time between Arizona and Colorado. Outside of work, she enjoys tennis, pickleball, Orange Theory Fitness, and finding the best concert venue to see Old Dominion with her significant other. Sarah is an avid supporter of USA Swimming, American WTA & ATP tennis players, the Arizona Wildcats (BEAR DOWN!), Caitlin Clark, and March Madness. Her favorite “cool down” is going for a walk with her very special cream labradoodle, Shasta!

Sarah’s Team:

Pete Peterson

AIF®, CRPS®, CPFA®, C(k)P®

Executive Director Corporate Solutions

Jacinta Thompson

AIF®, CPFA®

Director of Corporate Solutions

Dan Berve

CRPS®

Director of Financial Wellness

Amber Rogers

CFP®, ChFC®

Corporate Solutions Coordinator

Mark Greene

Corporate Solutions Advisor

Scott Bradbury

Financial Coach

Kenia Jones

Corporate Solutions Advisor

Amber Fluit

Financial Coach

Dan Swenson

Corporate Solutions Advisor

Contact

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Disclosures

Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Balefire Wealth and LSF are not affiliated. LSF does not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.
Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Investment advisory services offered through Balefire Wealth, a registered investment adviser with the SEC. Integrity Wealth is not affiliated with Balefire Wealth. Tax and Legal services are not offered through Integrity Wealth. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. Check the background of this firm on FINRA’s BrokerCheck.